Companies
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Reflecting on Analyst Valuations
Tim Kelley
August 19, 2015
Reporting season is well underway now, and if you had to sum up progress to date in a single word you might choose something like “disappointing”. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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REA-lly good prospects
Scott Shuttleworth
August 14, 2015
Yesterday REA Group Limited (ASX: REA) released their full year results. Whilst it slightly missed expectations we were nonetheless pleased by the result. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Property.
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Ansell Update
Ben MacNevin
August 12, 2015
The Montgomery funds took a position in glove manufacturer, Ansell (ASX: ANN), after its first half result for the 2015 financial year exceeded our expectations. Six months on the company has announced its full year report, and while the results did not exceed the market’s expectations, our investment thesis remains intact. continue…
by Ben MacNevin Posted in Companies, Insightful Insights.
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Reporting Season
Ben MacNevin
August 5, 2015
Reporting season is one of the most exciting times for us here at Montgomery, as new information means new opportunities! While the team will be sifting through every company announcement, there are several reports that we’re especially looking forward to. continue…
by Ben MacNevin Posted in Companies, Market commentary.
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Is something going right at Echo?
Tim Kelley
August 3, 2015
There are some good reasons to be concerned about the Australian economy at the moment. With commodity prices taking a nosedive and the Chinese stock market falling sharply, our nation’s strategic positioning of being highly dependent on China is looking less-than-ideal for the years ahead. continue…
by Tim Kelley Posted in Companies, Insightful Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Green Shoots?
Russell Muldoon
August 3, 2015
Last week we uncovered a short article that described ‘Green Shoots’ potentially emerging within the mining industry. We found this interesting because we’ve recently spoken with a number of friends and contacts involved in mining, geology and engineering who’ve said the same thing. continue…
by Russell Muldoon Posted in Companies, Insightful Insights.
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Ten Network Holdings Limited: the headwinds continue
David Buckland
July 29, 2015
Despite their well regarded Board of Directors, Ten Network Holdings Limited (ASX: TEN) has been one of the more disappointing industrial companies listed on the Australian Securities Exchange over recent years. continue…
by David Buckland Posted in Companies.
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Diagnosing Pathology Problems
Ben MacNevin
July 24, 2015
Sonic Health Care (ASX: SHL) and Primary Health Care (ASX: PRY), the two largest pathology service providers in Australia, announced earnings downgrades in the past fortnight. While Primary cited “extreme” weather for the weakness, we think the underlying reason is far more structural in nature. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights.
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Are you banking on heavy weights?
Roger Montgomery
July 20, 2015
For some time the team at Montgomery have been reporting on the risks to the relative competitive position of the major banks including doing so prior to the publication of David Murray’s Financial System Inquiry (FSI) report. continue…
by Roger Montgomery Posted in Companies, Financial Services, Insightful Insights.
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Small cap series – Senetas Corporation Limited
Scott Shuttleworth
July 17, 2015
Last week we discussed Integrated Research Limited (ASX: IRI), a small cap stock with a pleasing track record of performance. Several readers mentioned they would like to hear our comments on Senetas Corporation Limited (ASX: SEN). continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.
